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MONTHLY MEET - SEPTEMBER 2016

AGENDA

PBC 2016 Highlight


Way to qualifying PBC 2017 Goa
MARS Update
Secondary Market Opportunity
PRESENTATION OF
MR.NEERAJ CHOKSI
AT PBC 2016

LINK TO DOWNLOAD PRESENTATION VIDEO


PRESENTATION OF
MR. NILESH SHAH (KOTAK MF)
AT PBC 2016

LINK TO DOWNLOAD PRESENTATION VIDEO


ARE YOU READY FOR
PBC 2017 GOA..? For more detail refar onepager term & condition
MORE
THAN150 PARTNERS
HAVE ALREADY BEEN QUALIFIED FOR

PBC 2017 GOA


WAYS TO QUALIFY FOR PBC 2017

PARTNER CAN EASILY QUALIFY FOR PBC


EVENT START WORKING FROM TODAY
WAY TO QUALIFY 1 WAY TO QUALIFY 2
E WEALTH + MARS E WEALTH + NET SIP
E WEALTH 100 ACCOUNTS E WEALTH 100 ACCOUNTS
MARS 50 ACCOUNTS NET SIP SALES 5 LAKH
WAY TO QUALIFY 3 WAY TO QUALIFY 4
E WEALTH + MARS + SIP ONLY NJ PMS 2.50 CR
E WEALTH 50 ACCOUNTS ONLY NET SIP 6 LAKH
MARS 30 ACCOUNTS ONLY MARS 60 ACCOUNTS
NET SIP SALES 2.50 LAKH ONLY NET SALES 6 CR
Note : Not consider AUM points
MARS PERFORMANCE
MARS PERFOMANCE

MARS STRATEGY 1 YEAR OUTPERFORM 2 YEARS OUTPERFORM SINCE INCEPTION OUTPERFORM


DAA-AGGRESSIVE 17.1 16.2 24.0
Nifty 500 12.3 4.8 8.5
7.7
18.3
5.7

DAA-MODERATE 13.4 13.0 17.8


60% Equity & 40% Debt 11.3 2.1 9.2
3.8
15.0
2.8

DAA-CONSERVATIVE 10.6 10.7 13.3


30% Equity & 70% Debt 9.9 0.7 9.1
1.6
12.0
1.3

FAA E70 13.2 14.8 22.8


70% Equity & 30% Debt 11.6 1.5 9.1
5.7
15.9
6.9

FAA E100 14.6 16.3 27.7


Nifty 500 12.3 2.3 8.5
7.8
18.3
9.4

Performance as on 31 August 16, Inception Date 16 Dec 13


MARS PERFOMANCE

NAV ABSOLUTE RETURN (%)


MARKET CYCLE PERIOD
DAAA NIFTY 500 DAAA NIFTY 500
16 Dec 13 10.00 4756
Rising Market 50.87 54.45
3 Mar 15 15.09 7346
3 Mar 15 15.09 7346
Falling Market -2.32 -20.63
29 Feb 16 14.74 5830
29 Feb 16 14.74 5830
Rising Market 21.45 28.49
31 Aug 16 17.90 7491
16 Dec 13 10.00 4756
Full Market 78.98 57.50
31 Aug 16 17.90 7491
Performance as on 31 August 16, Inception Date 16 Dec 13
SECONDARY MARKET OPPORTUNITY

Opportunity for an investor:


Ideal product for assured return investors
Better Tax Effective Return than FD
NJ will buyback the bonds if client wants to sell/exit
IF client wants to buy any bond not available at NJ,
we will provide
Ideal for Retired individuals
Only in Demat, No TDS/15G/15H
SECONDARY MARKET OPPORTUNITY

Opportunity for a Partner:


FD size is 10 times than MF

Target money which is never going to come to MF

Partner earning is approx 1%

40% credit in South Africa Carnival

20 PBC points per 1 Lac

Tool for easy client acquisition

No competition in the market


NEW PRODUCTS IN
NAVRATRI SPECIAL PRODUCTS
OP-1 OP-2
PERSONALISED NAVRATRI
DANDIYA (2 OPTIONS)
COST:
R 449/6 pairs & R 799/12 pairs

BIKE & CAR DANGLERS NAVRATRI BANNERS (3 OPTIONS)

OP-1 OP-2 OP-3

Paper: 250 GSM | Size: 4.5x3 Inch Flex Banner front side printing
Colour: Multi colour with partner Colour: Multi colour with partner details in multi colour
details in multi colour
SIZE & COST:
COST: 5 x 2 ft R 300/1 qty. 10 x 2 ft R 600/1 qty.
R 450/200 qty. 6 x 3 ft R 540/1 qty.
FLYER - FINANCIAL GOALS

Specifications:
Size: Half of A4
Paper: 80 gsm
Color: Multi colour
Language: English
Partner details in single colour

COST: PRINTSHOP & BULKSHOP


R 650/500 qty R 5,000/5,000 qty
R 1,200/1,000 qty R 8,000/10,000 qty
FLYER FINANCIAL SUCCESS

Specifications:
Size: Half of A4
Paper: 80 gsm
Color: Multi colour
Language: English
Partner details in single colour

COST: PRINTSHOP & BULKSHOP


R 650/500 qty R 5,000/5,000 qty
R 1,200/1,000 qty R 8,000/10,000 qty
WEBNEST

OWN A
PROFESSIONAL
WEBSITE
Introducing

webNESTBe Professional. Online.

YOUR G ATEWAY TO A GRE AT BUSINE SS WEBSITE... DOMAIN CHARGES EXTRA AS PER ACTUALS (YEARLY)
IT'S COMPREHENSIV E. IT'S PROFE SSIONA L. AND IT'S MANAGE D. RENEWAL CHARGES WILL BE SAME AS ABOVE

YEARLY PAYMENT MONTHLY PAYMENT

Just R15,000/- Just R1,500/-


(R18,000/- YEARLY)
THANK YOU

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